ActiveCampaign for Salesforce Health Dashboard

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ActiveCampaign for Salesforce Health Dashboard

The ActiveCampaign for Salesforce Health Dashboard is a vital tool that allows users to monitor and manage their integration between ActiveCampaign and Salesforce. By providing a comprehensive overview of sync activities, API usage, and component interactions, this dashboard helps organizations optimize their integration for better efficiency. Understanding how to navigate and utilize the Health Dashboard is essential for users who rely on both platforms to manage their customer relationships and marketing efforts effectively.

Why it Matters

This dashboard is particularly significant because it offers transparency into the synchronization processes between ActiveCampaign and Salesforce, allowing users to track the success of their integration. Users can gain valuable insights into API usage, understand trends in synchronization, and troubleshoot any issues that may arise. Furthermore, the dashboard is available for users on the Enterprise plan, emphasizing its importance for organizations that require advanced features and tools for managing their marketing automation.

How to Access the Health Dashboard

To access the ActiveCampaign for Salesforce Health Dashboard, users must first enable the ActiveCampaign for Salesforce integration. Once this integration is in place and at least one sync has occurred, the dashboard can be accessed directly through the Salesforce interface.

Step-by-Step Instructions

Follow these steps to locate and utilize the Health Dashboard:

1. Log into your Salesforce account.
2. Click on the dots located on the top left of the screen to open the App Launcher.
3. Select the ActiveCampaign Setup Assistant option from the list.
4. A new tab titled Health Dashboard will appear next to the Setup tab at the top of the page. Click on the Health Dashboard tab.

Upon opening the Health Dashboard, users will see a comprehensive overview of all syncs conducted between ActiveCampaign and Salesforce, as well as vital API usage data summarized in various components.

Configuration Options and Features

The ActiveCampaign for Salesforce Health Dashboard is structured around several key components that provide essential insights into the integration:

Sync Status Component

The Sync Status component offers a detailed view of all inbound and outbound syncs performed through the ActiveCampaign Salesforce integration. The key information displayed includes:

• Sync Date: The timestamp of when the sync was initiated.
• Sync Object: Indicates whether the sync involves a Contact or a Lead.
• Sync Type: Specifies if the sync was Outbound (from ActiveCampaign to Salesforce) or Inbound (from Salesforce to ActiveCampaign).
• Sync Status: Shows the outcome of each sync: Successful, Partial Success, or Failed.
• Successfully Synced: Count of contacts or leads that were synced without any errors.
• Failed to Sync: Total number of contacts or leads that encountered errors during the sync process.
• Skipped: Represents the number of contacts or leads that were not synched due to not meeting the established sync rules.
• Total Records: The cumulative number of contacts or leads that were attempted to sync.

API Usage Component

The API Usage component provides a visual representation of the API calls made by ActiveCampaign to your Salesforce organization. It displays:

• The top bar shows the number of API calls that ActiveCampaign has made within the designated 24-hour period and the remaining available calls.
• The bottom bar reflects the total number of API calls made to Salesforce over the entire account's lifetime, as well as the remaining API calls available.

This component is particularly beneficial for users managing multiple applications that interact with Salesforce APIs.

CXA Component Use

The CXA Component Use graph tracks how frequently Sales Representatives utilize ActiveCampaign CXA components within Salesforce over a 30-day period. This includes actions like Send one-time email and Enter into automation. Only successful events (such as completed email sends or automation entries) are represented in this graph, providing insights into the effectiveness of the integration.

Best Practices and Tips

To maximize the benefits of the ActiveCampaign for Salesforce Health Dashboard, consider the following best practices:

• **Regular Monitoring**: Make it a habit to frequently check the Health Dashboard to stay informed about sync statuses and API usage. This can help prevent issues related to API limits.
• **Utilize Sync Rules**: Ensure that sync rules are clearly defined during initial setup to minimize skipped records and improve the overall efficacy of sync processes.
• **Document Findings**: Keep a log of any sync errors or API limit issues encountered. This documentation can assist in troubleshooting and provide insights for future integrations.

Troubleshooting

In case users encounter difficulties while using the ActiveCampaign for Salesforce Health Dashboard, check the following:

• Ensure that at least one sync has been completed before accessing the Health Dashboard, as the data will not populate without initial synchronizations.
• If seeing an unusually high number of failed syncs, review the sync rules and conditions established during the setup to ensure they align with your data structure.
• For issues with the API usage component, verify if other applications use the Salesforce API to monitor overall usage effectively.

FAQ

1. What should I do if I do not see any sync data in the Health Dashboard?

Ensure that at least one sync has been performed post-integration setup. If no syncs are displayed, execute a sync and revisit the dashboard.

2. How can I view the history of syncs?

The Sync Status component lists all inbound and outbound syncs sorted by the last modified date. You can scroll through this component to view past syncs.

3. What does a "Failed" sync status indicate?

A "Failed" sync status means that there was an error during the synchronization process for one or more contacts or leads.

4. How often are API usage statistics reset?

API usage statistics are reset every 24 hours, allowing you to monitor calls made within a set time frame.

5. Can I modify the sync rules after integration?

Yes, you can adjust the sync rules within your ActiveCampaign for Salesforce integration settings as required.

6. What is the significance of the "Skipped" count in the Sync Status?

The "Skipped" count indicates the number of contacts or leads that did not meet the established sync criteria and, therefore, were not synchronized.

7. How can I learn more about Salesforce API limits?

For detailed information regarding Salesforce API limits, refer to the Salesforce API limits documentation [1].

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